TOPT vs VUG

ATOPT

BVUG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,153VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.40%VUG · $40 on $10k

Smallest drop−12.5%TOPT · worst fall in 1Y

Held in common65.3%TOPT and VUG

TOPT

VUG

iShares Top 20 U.S. Stocks ETF · $717MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $19,712+25.4%

[…]5 years · per year[…] · $17,153+11.4%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

0.36%12-mo yield$36 · $40 on $10k0.40%

−12.5%Worst dropSmaller wins−16.1%

15.4%VolatilityLower wins18.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsTOPT · VUG

15.4%NVDA13.5%

15.0%AAPL12.5%

11.9%MSFT9.7%

4.5%AMZN4.3%

Held in common65.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk		0.20%	0.36%	+1.8%	+10.5%	+9.2%	new	new	−12.5%	$717M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ATOPT	iShares Top 20 U.S. Stocks ETFRead Desk		0.20%	0.36%	+1.8%	+10.5%	+9.2%	new	new	−12.5%	$717M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TOPT vs VUG

TOPT

iShares Top 20 U.S. Stocks

[…]

VUG

Vanguard Morningstar Growth

$17,153

MeasureTOPTVUG

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.36%0.40%

5 years, per year[…]+11.4%

3 years, per year[…]+25.4%

Worst drop · 1Y−12.5%−16.1%

Volatility · 1Y15.4%18.2%

2–1measures won
TOPT first

65.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: TOPT, VUG

Today

65.3%most shared, TOPT and VUG

TOPTVUG

TOPT—65.3%

VUG65.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

TOPT$36 − $20 = $16

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee